99% Derisible · 23 October 2026 · Investment Thesis

Data-native capital is coming

Yoni Rechtman, Partner @ Slow

Data locked in corporate balance sheets is newly monetizable for AI training, creating a trillion-dollar arbitrage opportunity. Capital markets will financialize this hidden asset through new structures—from data-backed credit to PE strategies—reshaping both business models and financial engineering.

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Topics: AI (Horizontal) · Data & Analytics · Venture Capital & Startups

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